The Most Important Indicator to Watch Right Now? The Two-Year U.S. Treasury Yield
by David Stonehouse, Senior Vice-President, Head of North American and Specialty Investments, AGF Investments Inc. Inflation has been…
Quantitative Tightening: The Potent but Underappreciated Sister of Interest Rate Hikes
by David Stonehouse, MBA, CFA®, AGF Management Ltd. Understandably, much of the investing world – much of the…
Inflation: From Peak Transitory to Peak Persistent?
by David Stonehouse, MBA, CFA®, AGF Management Ltd. By now, last August probably feels like a hundred years…
What if the Fed Doesn’t Hike?
by David Stonehouse, MBA, CFA®, AGF Management Ltd. After its September meeting, the U.S. Federal Reserve signalled it…
Is This “Peak Transitory”? Why Inflation Might Be More Persistent Than Expected
by David Stonehouse, MBA, CFA®, AGF Management Ltd. Inflation has been one of the key topics of 2021…
The Fed and the Rule of Three
by David Stonehouse, MBA, CFA®, AGF Management Ltd. The U.S. Federal Reserve (Fed) will conduct three important meetings…
The Beginning of the End of an Era in Bonds
by David Stonehouse, MBA, CFA®, AGF Management Ltd. In 1982, Pierre Trudeau was Prime Minister of Canada. M*A*S*H…
Why Rising Bond Yields Aren’t Always Bad for Stocks
by David Stonehouse, MBA, CFA®, AGF Management Ltd. Insights and Market Perspectives Author: David Stonehouse February 2, 2021 Print…
